1、 Price trend

According to the bulk list data of business society, the average ex factory price of powdered monoammonium was 3516 yuan / ton on September 20 and 3500 yuan / ton on September 27. The price of monoammonium phosphate fell by 0.47% this week.

According to the bulk list data of business society, the average ex factory price of 64% diammonium phosphate was 3590 yuan / ton on September 20 and 3590 yuan / ton on September 27. The price of diammonium phosphate was stable this week.

2、 Market analysis

Monoammonium phosphate operated weakly this week, and the price fell slightly. The operating rate of enterprises this week was 56%, down from last week. At present, the market atmosphere is still weak, the prices of some enterprises are fine tuned, and the overall trend is stable. Under the influence of double control, the supply of Monoammonium decreased. The operating rate of downstream compound fertilizer is reduced and the purchase of raw materials is reduced. At present, the factory quotation of 55% powdered ammonium in China is 3400-3600 yuan / ton. The factory quotation of 58% powdered ammonium is about 3800 yuan / ton.

The price of diammonium phosphate was stable this week. The operating rate of enterprises this week was 60%, down from last week. At present, most of the diammonium enterprises still have a large amount to be issued. Most of them mainly issue early orders, and most enterprises do not offer for the time being. At present, the export demand is good, and the price of diammonium is strong. The factory quotation of 64% mainstream diammonium in Hubei is 3550-3650 yuan / ton, mainly through negotiation.

This week, the domestic market of raw phosphorus ore continued to operate at a high level and stably, and the supply of phosphorus ore is still tight. At the beginning of the week, some mining enterprises in Guizhou had tight goods and high prices, and a small amount of spot goods were mainly orders from old customers. At present, external orders are suspended when there is no goods, mainly contract users.

3、 Future forecast

The ammonium phosphate analyst of the business society believes that the current monoammonium market is weak and stable. The price of raw materials is stable, and the downstream compound fertilizer enterprises purchase on demand. The price of monoammonium phosphate is expected to run smoothly in the short term. At present, domestic orders for diammonium are sufficient and foreign demand is good. It is expected that diammonium phosphate will continue to operate at a high level and firmly in the short term.

1、 Price trend

According to the bulk list data of business society, the price of toluene rose slightly this week. On September 17, the price of toluene was 5660 yuan / ton; The price on Sunday (September 26) was 5680.4 yuan / ton, up 0.36% from last week; Compared with the same period last year, it increased by 64.17%.

2、 Analysis and review

The price of related aromatics fell, the fundamental support of toluene market was weak, and the weak and stable trend continued in the first half of the week. Crude oil rose continuously during the week. Supported by the raw material end, the price of toluene rose slightly, but the demand still restricted the increase.

In terms of the outer disk, the outer disk continued to fluctuate in a narrow range. As of September 24, the price of toluene imported from South Korea was US $801 / T, up US $12 / T or 1.52% month on month from September 17.

In terms of crude oil, U.S. crude oil inventories fell continuously, U.S. oil and gas production in the Gulf of Mexico recovered slowly, and the market was worried about tight crude oil supply. Crude oil rose sharply this week. On September 17, Brent rose $2.75 / barrel, or 3.65%; WTI rose $2.01/barrel, or 2.79%.

Downstream: in terms of TDI, TDI in East China fluctuated downward this week, and domestic goods executed 14100 yuan / ton, down 1.17% from last week and 20.93% from the same period last year. There is no inventory pressure due to the equipment maintenance of many TDI factories in China. Under the dual control policy of energy consumption, the downstream demand is general, the transaction downstream of the terminal is not smooth, the downstream follows up rationally, just needs to buy, the trading atmosphere on the site is light, and the operator’s mentality is mainly wait-and-see.

In terms of PX market, in terms of PX market, the trend of domestic PX was temporarily stable this week, with the price of 7100 yuan / ton, an increase of 54.35% over the same period last year. As of September 24, the closing prices in Asia were USD 898-900 / T FOB Korea and USD 916-918 / T CFR China.

3、 Future forecast

In terms of crude oil, the demand for fuel oil is promising, the market expects tight crude oil supply, and the oil price has the power to act. Continue to pay attention to the impact of the epidemic situation, OPEC + decisions on crude oil production, US crude oil and refined oil storage dynamics, global economic conditions and so on on on crude oil prices.

The demand side is the main factor affecting the trend of toluene at present. Although the trend of crude oil is good in the near future, the demand continues to be weak and toluene lacks upward momentum. Overall, toluene continued its weak and stable trend in the short term. Pay attention to the downstream goods preparation intention before the national day, the dynamics and demand of downstream units, and the impact of crude oil and external market trend on the price of toluene.

The price of ethylene oxide in various regions increased by 200 yuan / ton before and after the Mid Autumn Festival. After adjustment, the ex factory price of mainstream East China was 7900 yuan / ton.

Upstream, with the U.S. crude oil inventory falling to the lowest in nearly three years and Brent oil price reaching a three-year high, the coal market continues to run strong, the domestic spot supply of ethylene is in short supply, and the price is adjusted at a high level. Ethylene oxide has strong cost support.

Polycarboxylate superplasticizer monomer has also swept away the decline recently, and the price has risen steadily. Today, the quotation of Hubei Lingan is increased by 100 yuan / ton. Although the quotation of Shanghai Dongda is stable, the goods have been limited due to the shortage of raw materials. Sanjiang AEO-9 was also affected by the sharp rise of fatty alcohol, which was successively increased to 12000 yuan / ton. However, from the perspective of the downstream industry as a whole, at present, manufacturers have strong resistance to high priced raw materials and complain one after another. Affected by the high price of ethylene oxide, shortage of supply and dual control of energy consumption in some areas, downstream enterprises have to stop production or reduce their burden.

In terms of ethylene oxide, both the supplier and the demander have been impacted to varying degrees under the influence of the policy, but the shortage of ethylene oxide supply is more serious. The situation of purchasing at higher prices in the downstream is common. The load of Lianhong is reduced to 60%, mainly about the length of the guarantee. At present, there is no goods available for zero orders, Previously, it has been reported that Jinyan satellite and other devices that have caused fluctuations in the mentality of people in the industry need to stop. At present, the news has not been implemented. In addition, the National Day holiday is imminent, market people mostly wait and see and wait for policy guidance after the festival.

Temporarily stable.

Today, the production price of styrene in Shandong was 9240.00 yuan / ton, stable.

Today, the Styrene Market in Shandong maintained a stable operation, crude oil rebounded and prices rose, the high level of pure benzene continued to fall, styrene cost support weakened, futures opened at a low price, inventories in the East China reservoir area increased slightly, domestic mainstream production enterprises are expected to make up falls and promote sales one after another, and the market supply is sufficient. The downstream demand is weak. Although there are expectations for delivery at the end of the month and goods preparation on the national day, the performance within the day is insufficient. The market does not buy or fall, and the wait-and-see atmosphere is heavy. Today, the price of styrene in East China is around 9250-9300 yuan / ton. The price in Northeast China is about 9150 yuan / ton, and the price in South China is reduced to about 9000-9050 yuan / ton.

In the short term, styrene is still expected to rebound after falling continuously.

On September 22, the market of potassium nitrate was stable. According to the statistics of business agency, the quotation of mainstream domestic potassium nitrate manufacturers was 5300-5600 yuan / ton (the quotation is for reference only). The quotation is different according to different procurement conditions. The supply of potash fertilizer in China increased slightly, and the port was supplemented by a small amount of new sources. The market turnover is general and the market fluctuation is not large.

In the near future, the supply of potash fertilizer market is relatively stable, the procurement of downstream factories is not active, the demand is poor, and the market transaction is slow. It is expected that the market price of potassium nitrate may decline in the short term, and the long-term market still needs to wait and see. (the above prices are provided by major potassium nitrate manufacturers all over the country and sorted and analyzed by potassium carbonate analysts of business society. They are for reference only. Please contact relevant manufacturers for more price details).

1、 Price trend

According to the bulk list data of business society, aniline continued its decline at the beginning of the week, rose continuously after an unexpected rebound on Tuesday, and prices rose broadly during the week. On September 10, the price in Shandong was 10100-10300 yuan / ton, and the price of aniline in Nanjing was 10400-10600 yuan / ton; On September 17, the price in Shandong was 11200-11420 yuan / ton, and the price of aniline in Nanjing was 11500 yuan / ton. The price increased by 10.06% over last week, 3.99% over the beginning of the month, 43.04% over the beginning of the year and 137.06% over the same period last year.

2、 Analysis and review

In terms of cost, affected by the epidemic and typhoon, the arrival of cargo was delayed, the port inventory decreased significantly, the spot supply in East China was tight, which stimulated the active purchase in the downstream, and the market speculation was strong. In the second half of the week, affected by the “double control” policy, the downstream operating rate decreased significantly; In addition, the reserve of pure benzene in the downstream is relatively sufficient due to short supply in the early stage, and the resistance to high priced pure benzene in the downstream is strengthened and the follow-up is weakened. Market buying enthusiasm fell, pure benzene market fell, traders took profits and prices fell. This week, Sinopec’s pure benzene price was raised three times and lowered once, and the adjusted price was 8300-8450 yuan / ton.

The price of nitric acid rose significantly this week. On Friday (September 17), the production price of nitric acid in East China was 3090 yuan / ton, an increase of 3% over last week and 103.74% over the same period last year.

Affected by environmental protection policies, the operating rate in the lower reaches of the North decreased last week and the demand for aniline decreased. In order to promote shipment, the price of aniline decreased continuously. On Monday, aniline continued its decline last week, and the price continued to decline. After an unexpected rebound on Tuesday, it rose continuously and the overall price rose broadly. Under the “double control” policy, Jiangsu Yangnong and Jiangsu Fuqiang have unplanned parking; A 100000 t / a unit of Nanhua was shut down to replace the catalyst. At present, aniline in Jiangsu has lost 130000 T / a production capacity. The spot supply in East China was tight, and the inventory of aniline enterprises in Shandong and Shanxi decreased rapidly, driving the overall supply in the field to be tight.

3、 Future expectations

In terms of cost, crude oil deposit may fall; Affected by the “double control” policy in the downstream, the downstream operating rate in East China decreased significantly, and the subsequent demand for pure benzene was weak. At the end of this month, Dalian Fujia and Dalian Hengli planned maintenance, and the supply is expected to decrease, or offset the bad brought by the decline in demand. Overall, it is expected that pure benzene will be consolidated at a high level after a slight decline.

In the short term, with the support of cost and the restriction of “dual control” on market supply, aniline is easy to rise but difficult to fall, and the price is expected to return to a high level within the year. Continue to pay attention to the trend of raw material, downstream demand and the dynamics of aniline plant.

Since September, liquid ammonia has reversed the diving market of last month and continued to rebound rapidly. According to the monitoring of business society, liquid ammonia rose by 13.41% this week. As of Friday, liquid ammonia rose by 20.78% since September. At present, the market has recovered most of the land lost in August, and the price of liquid ammonia in Shandong has reached the range of 4400-4600 yuan / ton.

In terms of supply, urea plants in major production areas such as northwest and Shanxi are facing centralized maintenance. The domestic urea output has decreased significantly and the price has begun to rise. Some ammonia enterprises have switched to urea, which has exacerbated the contradiction of shortage of liquid ammonia supply, and the price of liquid ammonia is rising.

On the cost side, the coal price continued to rise, and the cost prompted the market price of liquid ammonia to rise. According to the monitoring of the business society, the power coal rose in late August after a short correction in mid and early August, and continued until early September. According to the monitoring of the business society, the power coal rose by more than 15% from August 23 to September 10. (see figure above)

On the demand side, under the background of more troubleshooting enterprises and a significant decline in the average daily output of urea, although the downstream demand has not been fundamentally improved, the terminal procurement is still tight. A small amount of local reserves for domestic agricultural demand to ensure stable rigid demand; The operating rate of compound fertilizer enterprises decreased slightly, and the downstream load production was reduced due to the influence of environmental protection inspectors in Lianghu area. However, the operating rate of the rubber plate factory is acceptable, and the procurement volume increases slightly.

In terms of export, there are still intermittent export orders when Indian bidding is pending. The overall external demand remained stable.

Future forecast: the business agency believes that the recent rising momentum of the coal market remains unchanged, the urea market turns better, and the urea printing standard is approaching, and the maintenance period of the stacking device will continue for some time. It is expected that the price of liquid ammonia will remain strong in the near future, which does not rule out the possibility of continued upward price.

According to the data monitoring of the business agency, as of September 15, the average ex factory price of butanone in the domestic market was 8300 yuan / ton. Compared with the price on September 10 (the average price was reduced by 8350 yuan / ton), the average price was reduced by 50 yuan / ton, an increase of 0.6%, and compared with the price on September 1 (the average price was reduced by 8533 yuan / ton), the average price was reduced by 233 yuan / ton, a decrease of 2.73%.

Last week, individual butanone spot traders in Shandong raised the ex factory price of butanone slightly, but did not drive a wide-ranging rise in the market. Entering this week, the butanone market as a whole is in a weak position, and the double festival is approaching. At present, the downstream has not shown a significant hoarding of goods. The overall transaction in the butanone market is general. In the face of the current tepid trading atmosphere, the driving force for the rise of butanone prices is insufficient, and the operators’ quotation remains at the pre-term level. On the 15th, individual butanone holders in Shandong narrowly reduced the ex factory price of butanone, The reduction range is 50 yuan / ton. At present, the high market of C4 after raw ether still gives butanone some cost support, but the overall trend of butanone is still tired when the demand boost is not obvious. At present, as of September 15, the market price of butanone in East China is around 8400-8500 yuan / ton, the market price of butanone in Shandong is 8200-8400 yuan / ton, and the average price of butanone in China is 8300 yuan / ton, which is nearly 13% lower than the market high of 9533 yuan / ton a month ago.

Upstream, with the arrival of the traditional sales peak season “golden nine”, the liquefied gas market has lived up to expectations and ushered in a sharp rise. At present, the ex factory quotation of civil gas in Shandong has risen to more than 5000 yuan / ton. According to the data monitoring of business agency, the average price of liquefied gas in Shandong civil market was 4743.33 yuan / ton on September 5 and 5060.00 yuan / ton on September 13. The increase rate in one week was 6.68%, an increase of 66.27% compared with the same period last year.

Internationally, on September 14, the international oil price was basically flat. On the last trading day, the settlement price of the main contract of WTI crude oil futures in the United States was US $70.46/barrel, up US $0.01, and the settlement price of the main contract of Brent crude oil futures was US $73.60/barrel, up US $0.09.

Future analysis of butanone

At present, on the one hand, the recent market of C4 after upstream ether is high, and the profit is reduced under the increase of butanone cost pressure. Therefore, the industry has limited acceptance of continuing to adjust butanone price downward. On the other hand, if the downstream demand continues to be weak and the improvement is not obvious, the possibility of butanone price rising sharply is also low. Therefore, butanone analysts of business society believe that in the short term, The domestic butanone market will be adjusted and operated in a narrow range, and more attention should be paid to the actual order transaction and demand follow-up.

Recent urea price trend

As can be seen from the above figure, the ex factory price of urea in Shandong continued to rise slightly this week. The quotation increased from 2493.33 yuan / ton at the beginning of the week to 2500.00 yuan / ton at the end of the week, an increase of 0.27%, an increase of 47.93% over the same period last year. Overall, the urea market rose this week, and the urea commodity index was 116.28 on September 10.

Cost support was strengthened, downstream demand was enhanced, and urea supply decreased

From the manufacturer’s quotation, the mainstream ex factory price of urea in Shandong rose this week. Yangmei plain urea is quoted at 2470 yuan / ton this weekend, which is temporarily stable compared with that at the beginning of the week; Shandong Ruixing urea will not be quoted this week, but it is actually discussed, and the overall rise; Open water chemical urea has not been quoted this week.

From the upstream and downstream industrial chain data, the upstream products of urea rose slightly this week as a whole: the price of LNG fell slightly, and the quotation fell from 5926.67 yuan / ton at the beginning of the week to 5790.00 yuan / ton at the end of the week, a decrease of 2.31%, a year-on-year increase of 145.69% compared with the same period last year; The price of thermal coal increased, and the quotation increased from 1175.00 yuan / ton at the beginning of the week to 1205.00 yuan / ton at the end of the week, an increase of 2.55%, a year-on-year increase of 112.24% compared with the same period last year. The price of liquid ammonia rose sharply. The quotation increased from 4200.00 yuan / ton at the beginning of the week to 4650.00 yuan / ton at the end of the week, an increase of 10.71%, a year-on-year increase of 48.40% compared with the same period last year. The price of melamine in the downstream of urea rose this week, from 15500.00 yuan / ton at the beginning of the week to 16700.00 yuan / ton at the end of the week, an increase of 7.74%.

From the perspective of demand: the demand increases, the agricultural demand begins to prepare fertilizer, the industrial demand rises, the demand for urea in the downstream compound fertilizer and rubber plate plants increases, and the operating load rate of melamine enterprises remains at a high level. Most of them follow up with the acquisition and use of an appropriate amount. In terms of supply, urea has entered the centralized maintenance period. There are maintenance plans in Shandong, Shanxi, Xinjiang and Inner Mongolia, and the daily output of urea has declined. On the whole, the urea cost support is strengthened, the downstream demand is increased, the urea supply is reduced, and the supply is in short supply.

Urea prices are bullish in the future

In the middle of September, the urea market in Shandong Province mainly rose slightly. Urea analysts of business society believe that at present, urea has entered the centralized maintenance period, the supply is tight, the demand for autumn fertilizer will be opened, compound fertilizer plants and large traders begin to take goods, the industrial demand has increased, there is also good news from the printing standard, and the market price may fluctuate slightly in the future.

The spot tin market price (9.3-9.10) this week was mainly upward. The average price in the domestic market was 249350 yuan / ton last weekend and 257933 yuan / ton this weekend, up 3.44% this week.

On September 11, the tin commodity index was 131.39, unchanged from yesterday, hitting a record high in the cycle, up 206.56% from the lowest point of 42.86 on December 9, 2015. (Note: the period refers to the period from September 1, 2011 to now).

The trend of futures market was strong this week, with Shanghai tin rising by 4.19% this week. In the spot market, the overall supply of domestic spot tin inventory was still tight, the inventory decreased slightly compared with last week, and the tin price reached a new high of 253520 yuan / ton. At present, the downstream demand is stable, and the demand of the electronic industry is expected to improve in the future. However, the downstream is afraid of heights, and it is basically based on on-demand procurement. Domestic mine end supply is still tight as a whole.

According to the price monitoring of the business community, in the list of commodity prices rising and falling in the 36th week of 2021 (9.6-9.10), there are 15 kinds of commodities rising month on month in the non-ferrous sector, including 1 kind of commodity rising by more than 5%, accounting for 4.5% of the monitored commodities in the sector; The top three commodities were metal silicon (7.94%), nickel (4.93%) and aluminum (4.64%). There were three commodities with month on month decline, and the top three products were gold (- 1.53%), silver (- 0.55%) and cobalt (- 0.35%). Both rose or fell by 1.4% this week.

In the future, the business society believes that under the current tight supply, the future tin price will remain high and oscillate, and there is still the possibility of reaching a new high.

According to the data monitored by the business society, as of September 10, the average price of domestic rubber grade excellent white carbon black was 5100.00 yuan / ton. This week, the white carbon black operated smoothly and maintained the early trend. The price fluctuation was not obvious, the supply and demand were balanced, and the room for rise was limited.

This week, the silica market mainly operated stably, the overall market supply and demand were balanced, the downstream just needed to prepare goods, the procurement atmosphere was general, the contract customers were the main, the number of new orders was limited, the current inventory was normal, the manufacturers shipped actively, the logistics was smooth, and the operating rate was normal.

The quotation of upstream hydrochloric acid is temporarily stable and the cost support is general. Dezhou Maihua is 150 yuan / ton, Shanxi Wenshui is 230 yuan / ton and Dezhou Shihua is 450 yuan / ton. The price has no obvious change. It is mainly stable and mainly supplied to contract customers.

Chemical commodity index: on September 9, the chemical index was 1146 points, an increase of 2 points over yesterday, a record high in the cycle, an increase of 91.64% over the lowest point of 598 points on April 8, 2020. (Note: the period refers to the period from December 1, 2011 to now)

On September 10, the commodity price index of hydrochloric acid and silica was 88.85, the same as yesterday, down 31.22% from the highest point of 129.18 in the cycle (2020-07-14), and up 228.47% from the lowest point of 27.05 on September 3, 2012. (Note: the period refers to the period from January 1, 2012 to now)

Business agency white carbon black analysts believe that: it is expected that white carbon black will mainly operate stably next week to maintain a stable trend in the early stage. (to know more about the industry chain market trends, welcome to pay attention to the official account of the business community, obtain commodity information, and grasp the commodity price).

According to the monitoring data of business society, as of September 5, the average ex factory price of domestic industrial grade propylene glycol was 17033 yuan / ton. Compared with August 30 (propylene glycol reference price of 17288 yuan / ton), the average price was reduced by 255 yuan / ton, a decrease of 1.45% within the week, and 33 yuan / ton, a decrease of 0.20% within 30 days, compared with August 5 (propylene glycol reference price of 17066 yuan / ton).

Near the end of August, supported by the failure shutdown of propylene glycol units in Shaanxi and the reduction of propylene glycol supply in the yard, the domestic propylene glycol market corrected at the end of August.

In the first week of September, the domestic propylene glycol market fell as a whole. At the beginning of the week, the domestic propylene glycol on-site supply did not change much, and the factory operation did not change much. The downstream can continue the just needed procurement. The ex factory quotation of propylene glycol in Shandong is around 17300-17500 yuan / ton. In the middle of the week, some factories shipped slowly and gradually accumulated inventory. On the 1st, the ex factory price of propylene glycol decreased by 200-400 yuan / ton. After the price decreased, The downstream demand boost was not obvious, and the performance was still relatively cold. On the 2nd, the propylene glycol market fell slightly again. Until the weekend, the propylene glycol market was dominated by weak operation. By the end of the week, the ex factory price of propylene glycol in Shandong was around 16800-17200 yuan / ton. Compared with the beginning of the week, the price was reduced by 300-500 yuan / ton, and the domestic average price was 17033 yuan / ton. Compared with the beginning of the week, the average price was reduced by 255 yuan / ton, a decrease of 1.45% within the week.

In terms of upstream propylene oxide, the propylene oxide market first stabilized and then rose in the first week of September. At the beginning of the week, the mainstream quotation of propylene oxide Market in Shandong was around 15600-15700 yuan / ton, the factory inventory pressure was not large, the follow-up of new orders in the downstream was general, the market was flat, and it was temporarily stable. With the release of downstream demand, the factory inventory fell to a low level, the market rose, and the price rose slightly. At present, the mainstream quotation of propylene oxide Market in Shandong is around 15700-15800 yuan / ton.

Future trend analysis

At present, after the propylene glycol market fell within the week, the downstream wait-and-see attitude is still cautious, the transaction orders are general, and the supply side has not yet made significant performance in propylene glycol support. Therefore, the propylene glycol analysts of business society believe that the domestic propylene glycol market will fluctuate in a narrow range in the short term and adjust the operators.

1、 Price trend

According to the bulk list data of business society, the average ex factory price of powdered monoammonium was 3566 yuan / ton on August 30 and 3516 yuan / ton on September 5. The price of monoammonium phosphate fell by 1.40% this week.

According to the bulk list data of business society, the average ex factory price of 64% diammonium phosphate was 3605 yuan / ton on August 30 and 3605 yuan / ton on September 5. The price of diammonium phosphate was stable this week.

2、 Market analysis

Monoammonium phosphate continued its weak trend this week, and the price continued to fall. The operating rate of enterprises this week was 64%, down from last week. At present, the market center of gravity has declined significantly, and most enterprises offer uncertain prices, which are discussed on a single basis. The current market of downstream compound fertilizer is poor, and the purchase of raw materials is reduced. Although the raw phosphorus ore and sulfur increased significantly, the price of Monoammonium decreased significantly due to the weakening of domestic demand and the increase of inventory. The factory quotation of 55% powdered ammonium in China is 3400-3550 yuan / ton. The factory quotation of 58% powdered ammonium is about 3800 yuan / ton.

The price of diammonium phosphate was stable this week. The operating rate of enterprises this week was 62%, up from last week. At present, most diammonium enterprises mainly issue early orders and do not receive payment temporarily. Due to the small supply of goods, the enterprise will not quote for the time being, and the market is generally stable. Due to the strong demand at home and abroad, the market of diammonium phosphate continued to improve. The factory quotation of 64% mainstream diammonium in Hubei is 3550-3650 yuan / ton, and that of 64% mainstream diammonium in North China is 3400-3500 yuan / ton.

As for raw phosphorus ore, the market price of phosphorus ore in many regions in China rose sharply again this week. The main reason for the rise is that there is a shortage of phosphorus ore in stock in mines. Medium and high-grade phosphorus ore in some mines in Guizhou is out of stock, which is only supplied to contract users and no new orders are received. The prices of other tight mines also began to rise at the beginning of the week, which is a large increase.

3、 Future forecast

Ammonium phosphate analysts of business society believe that the current market situation of Monoammonium is weak and the downstream procurement is poor. The price of raw materials is rising, and enterprises are under great pressure. It is expected that the price of monoammonium phosphate may continue to decline in the short term. At present, the demand for diammonium is good, and the industry is mostly optimistic. The rise of raw materials is favorable support, with a large number of pending orders and a small supply of goods. It is expected that diammonium phosphate will operate stably and firmly in the short term.

Trade name: sulfuric acid

Latest price (September 6): 795.00 yuan / ton

On September 6, the market price of sulfuric acid in Shandong increased by 10 yuan / ton, or 1.27%, compared with the quotation on September 3, and 103.85% compared with the same period last year. From the perspective of upstream and downstream industrial chains, the upstream sulfur market has been rising step by step recently, and the cost support is good. The downstream bromine market began to stop falling and rise, and the downstream formic acid market was also rising sharply. The downstream demand was strong, which had a positive impact on the price of sulfuric acid.

Recently, the market price of sulfuric acid in Shandong may rise slightly, and the average quotation price is about 800 yuan / ton.

According to the data monitored by the business society, the overall PP market was stable and small in early September, and the spot prices of various brands were adjusted in a narrow range. As of September 3, the mainstream offer price of T30S (wire drawing) from domestic manufacturers and traders was about 8366.67 yuan / ton, with a slight decrease of 0.20% compared with last Friday and a year-on-year increase of 1.41%.

Cause analysis

Industrial chain: upstream propylene. According to the bulk list data of business society, as of September 3, the reference price of propylene was 7617.57, down 1.94% compared with Monday’s price. The shipment of production enterprises has improved, and the market trading atmosphere is acceptable.

The price of direct raw material propylene fell, and the cost side support of PP was weakened this week. In terms of operating rate, the overall load of the industry was about 80-90% at the end of August. At present, domestic polypropylene units are slightly lower than before, but the reopening of some units is approaching, and the operating rate is expected to rise. The supply side also operates smoothly and the supply pressure is general. The demand for PP wire drawing materials continued to follow up smoothly, the actual purchase operation was biased towards just need to maintain production, and the high price supply was generally resisted by buyers. The shipment fluency of merchants decreased, and there was great resistance to the increase of offer. Generally, they shipped at a high price, and it was heard that the price of real orders decreased.

In terms of fiber materials, according to the data monitored by the business society, as of September 3, the spot price of domestic fiber PP was adjusted in a narrow range in early September. The mainstream offer price of Z30S (fiber) from domestic manufacturers and traders was about 8433.33 yuan / ton, a slight increase of 0.20% over last week and 1.61% over the same period last year. This week, the demand for PP fiber materials generally stabilized. Although the current national fiber material operating rate is below 60%, the capacity mismatch to a certain extent has intensified the industry competition. At a time when the demand for end consumer goods of main downstream non-woven fabrics is difficult to increase, the market pattern may be weak. At the same time, the demand for epidemic prevention products has also decreased steadily, which may reduce the positive impact of traditional peak season on fiber PP.

In terms of melt blown materials, the melt blown PP market operated weakly and stably this week, and the spot price decreased by a narrow margin. As of September 3, the average quotation of domestic melt blown material sample enterprises monitored by business society was about 9200 yuan / ton, with a decrease of 0.36% compared with last week. At present, the impact of international health events is still profound, and there is a certain epidemic prevention demand overseas, but the increment of melt blown cloth orders is not obvious. Melt blown PP has great resistance to rise in the domestic market, and the recent weak market has dropped due to the end of the stock tide in some medium and high-risk areas. At present, due to the high market saturation of melt blown materials and cloth in the early stage, there are few devices still in production in China. It is expected that the price market of melt blown PP may continue to operate smoothly.

Future forecast

PP analysts of business society believe that the domestic polypropylene market was stable and weak in early September. On the whole, the spot price decreased in a narrow range. The demand follow-up of terminal enterprises continued to be deadlocked, and the supply was stable. The upstream propylene market fell weakly and the direct raw material support weakened. The peak season hoarding operation is about to begin, but there is resistance to the high report of merchants. It is expected that the spot price of PP may rise in the peak season.

1、 Price trend

According to the monitoring data of business agency, the price of soda ash was strong in August. At the beginning of the month, the average market price was about 2137.5 yuan / ton, and at the end of the month, the average market price was 2312.5 yuan / ton, with a price increase of 8.19%, an increase of 41.58% over the same period last year. On August 31, the commodity index of light soda ash was 118.59, the same as yesterday, reaching a record high in the cycle, an increase of 87.79% from the lowest point of 63.15 on November 18, 2015（ Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

According to the monitoring data of business agency, the mainstream market price of light soda ash in East China is about 2200-2350 yuan / ton. The price of soda ash in North China is relatively strong, and the mainstream market price of light soda ash is about 2200-2400 yuan / ton. The price of soda ash in Central China is relatively strong, and the current mainstream market price of light soda ash is about 2200-2300 yuan / ton. Generally speaking, the short-term high price of soda ash is dominated.

Demand: according to the monitoring of business society, the price of glass in the spot market is basically stable. The average price of glass at the beginning of the month is 38.5 yuan / m2, and the average price at the end of the month is 38.62 yuan / m2. The price rises within the week, with a range of 0.31%. The glass spot market price is basically stable this month. In terms of regions, in Shahe, North China, the overall outbound situation is general, the production and sales have improved at the end of the month, the downstream just needs replenishment, mainly multi stable price shipments, and the prices of some manufacturers have increased. Traders’ market prices are more flexible. The overall inventory is temporarily low and the market confidence is good. The transaction atmosphere in East China’s glass spot market is weak, the delivery speed slows down, and the quotation is mainly stable. Glass shipments in Central China slowed down, downstream processing plants purchased cautiously, inventories increased, and production and sales improved at the end of the month. Glass shipments in South China were good, glass prices of some enterprises increased, mainly in the downstream, and the quotation showed an upward trend in the later stage. Glass production in Northeast China operates steadily, mainly in the downstream. The glass market trend in Southwest China is slightly upward, and the market price in Yunnan and Guizhou is rising. The glass market trend in Northwest China is general, and the market changes little. Generally speaking, the manufacturers mainly focus on price stability, the downstream just needs to purchase, and the traders’ transactions are more flexible.

According to the price monitoring of the business community, in the list of price rise and fall of chlor alkali industry in the 34th week of 2021 (8.23-8.27), there were 3 kinds of commodities rising, 0 kinds of commodities falling and 2 kinds of commodities rising and falling to 0. The main commodities rising are: light soda ash (2.21%), calcium carbide (0.92%), PVC (0.67%); The average rise and fall this week was 0.76%.

Business analysts believe that the domestic soda ash price is light, the market is running, the market trading atmosphere is relatively stable, and the manufacturers are mainly active in shipping. This month, due to the impact of epidemic situation and maintenance, the output of soda ash decreased. However, end users mostly insist on purchasing on demand, which is inconsistent with high priced soda ash. On the whole, soda ash tends to be strong in the later stage, focusing on the consolidation and operation of the market, depending on the downstream market demand.

In August, the dichloromethane market continued to rise slightly. According to the bulk data monitoring of business society, the price of dichloromethane was 3926 yuan / ton at the beginning of the month and 4192 yuan / ton at the end of the month. As a whole, the end of the month increased by 6.23% compared with the beginning of the month.

On the one hand, there is no pressure on the domestic dichloromethane supply side. The start-up of domestic methane chloride units changed in August. On the whole, the start-up of methane chloride units was relatively high in early August, and the unit load decreased in the second half of August.

On the other hand, the overall demand for dichloromethane is stable. In August, the film, medicine and other industries in the downstream of dichloromethane started normally, just needed support for the formation of dichloromethane, and the downstream of cleaning agents and diluents were also purchased on demand.

The cost side is slightly weak. The price of raw liquid chlorine is low and the cost side is empty. The price of methanol increased slightly, and the intensity of trichloromethane was not large. According to the business agency, as of the end of August, the mainstream ex factory price of liquid chlorine for tank cars in Shandong was around 800 yuan / ton; Methanol price decreased from 2585 yuan / ton at the beginning of the month to 2615 yuan / ton at the end of the month, with an overall increase of 1.16%.

Analysts of methane chloride data of business society believe that, on the one hand, the load of domestic methane chloride units has decreased, the enterprise inventory is small, and the downstream just need support is relatively stable. It is expected that the price of dichloromethane will continue to be strong in the later stage.

Aluminum fluoride market rose

According to the data of business agency, the price of aluminum fluoride was rising in August, and the market of aluminum fluoride rose sharply. As of August 30, the domestic price of aluminum fluoride was 8966.67 yuan / ton, up 5.49% from 8500.00 yuan / ton on August 1 at the beginning of the month. Aluminum ingot prices hit new highs, driving the rise of aluminum fluoride Market.

Aluminum ingot prices hit a new high

According to the monitoring of business society, the aluminum commodity index on August 29 was 115.43, the same as yesterday, hitting a record high in the cycle, an increase of 112.89% from the lowest point of 54.22 on November 24, 2015（ Note: the period refers to the period from September 1, 2011 to now). In August, the price of aluminum ingots continued to rise. On the 30th, the price of aluminum ingots reached a new high. In August, the price of aluminum ingots increased by 6%. The price of aluminum ingots reached new highs repeatedly. The aluminum ingot market continued to be high. The high price of aluminum ingots led to the rise of aluminum fluoride Market. The price of aluminum fluoride has increased.

The raw material market maintained an upward trend

According to the monitoring of business agency, the price of hydrofluoric acid increased slightly in August, and the hydrofluoric acid market maintained an upward trend. In August, hydrofluoric acid increased by 1.3%; The price of fluorite has recovered slightly, and there is a certain room for rise in the future market of fluorite; The price of sulfuric acid rose by 11% in August. The overall raw material market showed strong performance, and the momentum for future rise was sufficient, which was more favorable to aluminum fluoride, and the cost of aluminum fluoride increased steadily.

Market overview and forecast

Analysts of aluminum fluoride industry of business agency believe that in August, hydrofluoric acid in aluminum fluoride raw material market increased slightly, fluorite increased steadily, sulfuric acid increased sharply, and the cost of aluminum fluoride increased; The price of aluminum ingots in the downstream reaches has repeatedly reached new highs, and the aluminum fluoride industry chain has operated strongly. Generally speaking, the upstream and downstream market of aluminum fluoride industry chain operates strongly, which stimulates the rise of aluminum fluoride price. It is expected that the aluminum fluoride market will rise strongly in the future.

1、 Price trend

According to the monitoring data of business agency, the price of caustic soda was consolidated and operated. From the beginning of the week to the end of the week, the market price in Shandong was 650 yuan / ton, an increase of 36.84% over the same period last year. On August 26, the caustic soda commodity index was 93.53, the same as yesterday, down 54.79% from the highest point 206.87 in the cycle (November 14, 2017), and up 43.65% from the lowest point 65.11 on October 9, 2020（ Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

Caustic soda price consolidation operation this week. The price of caustic soda in Shandong has been adjusted and put into operation. Now the mainstream ex factory price of 32% caustic soda is 620-720 yuan / ton. Downstream demand is mainly on-demand procurement, and there is a strong wait-and-see mood. Now caustic soda manufacturers adjust their prices according to their own conditions, and it is comprehensively expected that caustic soda will mainly operate temporarily and stably in the follow-up. The price of caustic soda in Hebei fluctuates slightly. At present, the mainstream ex factory price of 32% caustic soda is 650-780 yuan / ton. It is expected that the subsequent consolidation and operation of caustic soda will be the main.

Upstream liquid chlorine this week, the domestic liquid chlorine market rose and fell, North China rose first and then fell, the demand weakened, the market transaction was light, and there is expected to be some room for decline in the later stage. Downstream: at present, alumina enterprises mainly purchase caustic soda on demand, and the quotation of caustic soda manufacturers is stable. In addition, the downstream has a mentality of resistance to high price caustic soda, and the two sides launch a price game.

According to the price monitoring of the business society, in the list of price rise and fall of chlor alkali industry in the 33rd week of 2021 (8.16-8.20), there are 4 kinds of commodities rising, 0 kinds of commodities falling and 1 kind of commodities rising or falling to 0. The main commodities rising are: calcium carbide (2.24%), light soda ash (1.71%), PVC (0.41%); The average rise and fall this week was 0.95%.

Business analysts believe that recently, the price of caustic soda in Shandong has maintained stable operation, while the downstream alumina is mainly purchased on demand. It is expected that the follow-up consolidation and operation of caustic soda will mainly depend on the downstream market demand.

1、 Price trend

According to the monitoring data of business agency, the price of caustic soda was consolidated and operated. The market price in Shandong was 647.5 yuan / ton at the beginning of the week and 650 yuan / ton at the end of the week. The price increased by 0.39% and 36.84% compared with the same period last year. On August 19, the caustic soda commodity index was 93.53, up 0.36 points from yesterday, down 54.79% from the highest point 206.87 in the cycle (November 14, 2017), and up 43.65% from the lowest point 65.11 on October 9, 2020（ Note: period refers to the period from September 1, 2011 to now)

2、 Market analysis

Caustic soda price consolidation operation this week. The price of caustic soda in Shandong has been adjusted and put into operation. Now the mainstream ex factory price of 32% caustic soda is 620-720 yuan / ton. Downstream demand is mainly on-demand procurement, and there is a strong wait-and-see mood. Now caustic soda manufacturers adjust their prices according to their own conditions, and it is comprehensively expected that caustic soda will mainly operate temporarily and stably in the follow-up. The price of caustic soda in Hebei fluctuates slightly. At present, the mainstream ex factory price of 32% caustic soda is 650-780 yuan / ton. It is expected that the subsequent consolidation and operation of caustic soda will be the main.

Downstream: at present, alumina enterprises mainly purchase caustic soda on demand, and the quotation of caustic soda manufacturers is stable. In addition, the downstream has a mentality of resistance to high price caustic soda, and the two sides launch a price game.

According to the price monitoring of the business society, in the list of price rise and fall of chlor alkali industry in the 32nd week (8.9-8.13) of 2021, there were 2 kinds of commodities rising, 0 kinds of commodities falling and 3 kinds of commodities rising and falling to 0. The main commodities rising were: light soda ash (2.34%), PVC (1.23%); The average rise and fall this week was 0.71%.

Business analysts believe that recently, the price of caustic soda in Shandong has maintained stable operation, while the downstream alumina is mainly purchased on demand. It is expected that the follow-up consolidation and operation of caustic soda will mainly depend on the downstream market demand.

According to the monitoring data of business agency, as of August 20, the average price of propylene oxide enterprises was 16825 yuan / ton, down 1.17% compared with Monday’s price, down 8.93% compared with July 20 (the reference price of propylene oxide was 18475 yuan / ton), and up 27.46% compared with the same period last year.

The propylene oxide Market showed a downward trend as a whole this week. At the beginning of the week, the inventory pressure of propylene oxide plant was controllable, the mentality of supporting the market was still in place, the downstream follow-up was general, the market waited and waited, and the price was temporarily stable. With the continuous downturn of new downstream polyether orders, the purchase price of propylene oxide was reduced, the supply-demand game weakened, the market decreased slightly, and the market wait-and-see mood was strong. At present, the mainstream quotation of propylene oxide Market in Shandong is around 16300-16500 yuan / ton.

Upstream propylene, according to the bulk list data of business society, as of August 19, the reference price of propylene was 7759.45, an increase of 0.74% compared with Monday’s price. At present, the market price is mainly stable and the market trading atmosphere is general.

Downstream propylene glycol, according to the monitoring data of business society, as of August 19, the reference price of propylene glycol was 17366.67, down 0.57% compared with the price on Monday; For the downstream soft foam polyether, on August 20, the market situation of soft foam polyether in Shandong was weak, the shipment of enterprises was under pressure, and the atmosphere of inquiry and transaction was light. At present, the mainstream quotation of ordinary soft foam polyether in Shandong market is around 16100-16600 yuan / ton.

The propylene oxide analyst of business society believes that, in a comprehensive view, the current price of raw propylene is mainly stable, the impact on the cost side is small, the pressure on the supply side is still controllable, the demand side is weak, and the wait-and-see mood in the middle and lower reaches is aggravated. It is expected that the propylene oxide market may be weak in the short term, and the specific trend is more. We still need to pay attention to the downstream follow-up.

1、 Price trend

According to the bulk list data of business society, the trend of mixed xylene was stable in the first half of this week, and the price fell near the weekend. On August 15, the price of mixed xylene was 5850 yuan / ton; On Sunday (August 22), the price was 5750 yuan / ton, down 100 yuan / ton or 1.71% from last week; Compared with the same period last year, it increased by 62.89%.

2、 Analysis and review

Crude oil fell continuously, with a decline of more than 5% in the week, and the external market also fell continuously. The cost support weakened significantly, coupled with the continued weakness of downstream demand, the bearish sentiment in the mixed xylene market was strong, and the price fell during the week.

In terms of external market, as of August 20, the price of mixed xylene imported from South Korea was US $766.5/t, down US $52 / T or 6.35% month on month on August 13; The reference price of domestic imported mixed xylene was US $781.5/t, down US $56.5/t or 6.74% month on month on August 13.

In terms of crude oil, the spread of delta mutant virus has led to a bearish market on the demand recovery process. In addition, official data show that the oil refining output and economic activity of major emerging market countries have slowed down, the market pessimism has increased, and the international oil price has continued to decline this week. On August 13, Brent fell $5.41 / barrel, or 7.66%; WTI fell $6.12/barrel, or 8.94%.

In the downstream PX market, the domestic PX trend was stable this week, with the price of 7300 yuan / ton, up 58.7% over the same period last year. Recently, the closing price of international crude oil continued to decline, and the external price of PX declined. As of August 20, the closing price of PX in Asia was stable this week, with the price at 7300 yuan / ton, up 58.7% over the same period last year. Recently, the closing price of international crude oil continued to decline, and the trend of PX external price declined. As of August 20, the closing prices in Asia were US $857-859 / T FOB Korea and US $865-867 / T CFR China.

In terms of PTA market, PTA in East China fell broadly this week. On Friday (August 20), the price was 5002.73 yuan / ton, down 6.16% from last week and up 39.26% from the same period last year. Some PTA units were restarted and the supply increased slightly. At the same time, the production reduction and shutdown plans of downstream polyester units increased recently, the demand for PTA weakened and the destocking speed slowed down.

In the ox market, the price of orthobenzene was stable this week, and the market of orthobenzene was temporarily stable. On Friday (August 13), the price of ox in East China was 6300 yuan / ton, up 43.18% year-on-year. The upstream and downstream of the o-benzene industrial chain operated smoothly, the rising power of o-benzene was insufficient, the falling pressure was weak, and the o-benzene market was stable.

3、 Future forecast

With the spread of delta virus, the market is more worried about limited demand, and the international oil price may still fall. Continue to pay attention to OPEC + production increase, U.S. crude oil and refined oil inventory data, global stock market and economic data, the latest epidemic situation and geographical situation.

The weak demand side is difficult to change, and the short-term trend of mixed xylene continues to be affected by crude oil. Overall, mixed xylene may still decline, but the decline is limited. Pay attention to the trend of crude oil and external market, maintenance and inventory dynamics of mixed xylene unit and the impact of downstream demand on its price.

1、 Price data

As of August 22, the mainstream ex factory average price of domestic ground refined hydrogenated naphtha was 6794.60 yuan / ton, down 1.58% from 6904.00 yuan / ton on August 16. The actual transaction price of ground refined hydrogenated naphtha was about 6700-6900 yuan / ton.

As of August 22, the mainstream ex factory average price of domestic ground refined straight run naphtha was 6660.00 yuan / ton, down 0.78% from 6712.50 yuan / ton on August 16. The actual transaction price of ground refined straight run naphtha was about 6500-6700 yuan / ton.

On August 22, the naphtha commodity index was 83.86, unchanged from yesterday, down 18.28% from the highest point of 102.62 in the cycle (September 24, 2012), and up 98.53% from the lowest point of 42.24 on July 19, 2016（ Note: period refers to 2012-09-01 to now)

2、 Analysis of influencing factors

This week, the price of refined naphtha continued to fall, the refined naphtha market was weak, and the downstream was mainly purchased on demand.

Upstream: international crude oil fell sharply, mainly due to the Fed’s expectation of tightening monetary policy, which led to the continuous appreciation of the US dollar and lowered the valuation of oil prices. What is more important is the joint effect of the dual pressure of increasing production in oil producing countries and cooling demand under the influence of the epidemic.

Downstream: according to the monitoring of business society, toluene fell continuously this week. The price of toluene was 5772.2 yuan / ton on August 15 and 5682 yuan / ton on August 22, down 15.6% from last week. The price of mixed xylene fell this week. On August 15, the price of mixed xylene was 5850 yuan / ton, and on August 22, the price was 5750 yuan / ton, down 100 yuan / ton from last week, down 1.71%. In the PX market, the domestic PX price remained stable this week, at 7300 yuan / ton.

Industry: according to the price monitoring of business society, there are 5 kinds of commodities rising month on month in the energy sector in the list of commodity prices rising and falling in the 33rd week of 2021 (8.16-8.20), including 1 kind of commodity rising by more than 5%, accounting for 6.3% of the monitored commodities in this sector; The top three commodities were coking coal (5.41%), coke (4.23%) and liquefied natural gas (3.68%). A total of 10 commodities decreased month on month, and 2 commodities decreased by more than 5%, accounting for 12.5% of the monitored commodities in this sector; The products with the top three declines were WTI crude oil (- 7.22%), Brent crude oil (- 5.86%) and liquefied gas (- 3.18%). The average rise and fall this week was – 0.56%.

3、 Future forecast

Energy analysts of business society believe that the recent sharp decline in international crude oil, the weak operation of local refined naphtha market, less market trading, downstream on-demand procurement, strong market wait-and-see mood, and it is expected that the weak consolidation of local refined naphtha in the near future.

1、 Price trend

According to the bulk list data of business society, the domestic propylene (Shandong) market price rose slightly this week. At the beginning of the week, the market price was 7703 yuan / ton, and the weekend average price was 7748 yuan / ton, an increase of 0.6%.

2、 Analysis and review

According to the price chart of business society, propylene prices rose slightly this week. The mainstream price in Shandong market was 7700-7750 yuan / ton, which changed little compared with last week. Due to the continuous decline of crude oil price, there are many obstacles to the rise of propylene price, the overall market trading is stable, and the downstream demand is stable, which plays a great supporting role in propylene.

As of the closing on August 19: in September, WTI fell 1.77 to US $63.69/barrel, down 2.7%; Brent fell 1.78 to $66.45 a barrel in October, down 2.61%. Sc2110 fell 7.3 yuan / barrel to 417.3 yuan / barrel. Oil prices fell for six consecutive trading days, hitting a low since May, down 7.22% during the week.

Polypropylene prices rose or fell little this week, the demand of terminal enterprises continued to be insufficient, and the operation of hoarding goods in advance in peak season has not been started. The operating rate was low, and the supply side was slightly positive, with an increase of 0.2% during the week.

Acrylic acid operated at a high level this week, and the price rose to a high level. The resistance of the downstream to high priced raw materials increased gradually. The enthusiasm for inquiry was general. It was just needed to purchase, and the wait-and-see atmosphere was strong, with an increase of 0.21% during the week.

Isopropanol stopped falling and rose this week. The price of acetone, the raw material of acetone process, rose by nearly 10%, and the price of isopropanol rose accordingly, with an increase of 10.78% during the week.

This week, the price of isooctanol fell, the enthusiasm for downstream procurement weakened, isooctanol units started one after another, and the supply increased, with a decrease of 2.38% during the week.

3、 Future forecast

Propylene analysts at the chemical branch of business society believe that the oil price has dropped sharply, the cost support is weak, and the demand remains stable. It is expected that the propylene price will enter a downward channel in the short-term future.

This week (8.9-13), the domestic liquid ammonia market remained stable and the market price changed little. After the callback market at the beginning of the month, liquid ammonia stopped falling and stabilized. According to the monitoring of business society, the weekly increase of liquid ammonia in Shandong was 0. This week, some domestic liquid ammonia manufacturers rose and fell, and most of them were stable. With the resumption of some maintenance devices, the market supply increased. Due to the impact of the epidemic in China, the road transportation was limited to a certain extent, the manufacturer’s shipment speed slowed down, the liquid ammonia changed from the original shortage of supply to excess supply, and the price rose from stall to decline. At present, it is mainly to stop the decline and stabilize.

This week, the market situation of liquid ammonia in Shandong was mainly stable. Hualu unit in this area was still in the maintenance period and had no export, which alleviated the regional supply pressure to a certain extent. However, affected by the epidemic, the traffic was affected to a certain extent, the shipment speed of most manufacturers slowed down and the inventory increased significantly compared with the previous period. At present, the mainstream price in the region is 4650-4750 yuan / ton.

The liquid ammonia Market in Hebei is stable and weak at present. Hebei is also subject to certain traffic restrictions. The manufacturers’ shipment speed slows down and gradually accumulates the warehouse. Although there are large factories in Hebei that are still in the maintenance period, the amount of ammonia in this area remains relatively high. At the weekend, the mainstream price in this area is 4600-4700 yuan / ton. Downstream generally rational procurement, demand is difficult to be large-scale.

In the future, at present, domestic liquid ammonia manufacturers slow down the pace of reduction, and the market supply pressure has a slight easing trend. Although the short-term risk in transportation has not been relieved, in the later stage, with the gradual control of the epidemic situation and the peak season of fertilizer use in autumn, the market procurement will gradually increase, and the increase in demand may drive the price of liquid ammonia back to the rising channel.

1、 Price trend

According to the bulk list data of business society, the domestic glycine price was adjusted at a high level this week, and the average price of industrial glycine was stable at 25000 yuan / ton without rise or fall.

2、 Analysis and review

According to the price chart of the business club, the domestic glycine market remains stable at a high level. The industrial glycine of enterprises is quoted at 25000 yuan / ton. The devices of start-up enterprises are fully opened, the delivery situation is acceptable, and the inventory is limited. The 10000 ton glycine plant of Shandong Zhenxing maintains the maintenance status, and there is no start-up plan for the time being. Downstream rigid demand is dominant, the price is on the high side, and the transaction of new orders is limited

Demand: the downstream glyphosate price remained stable, the price of glyphosate technical drug remained stable at 51000 yuan / ton, glyphosate enterprises were basically full of export orders in September, and the industry profit was considerable. With the arrival of the peak demand season for glyphosate in the fourth quarter, the price of glyphosate is expected to continue to rise.

3、 Future forecast

Glycine analysts of business society believe that the current glycine supply is sufficient, and the glycine price is strong under the support of demand. It is expected that the glycine market will continue to operate at a high level and maintain stability in the near future.

1、 Price trend

According to the bulk list data of business society, toluene fell continuously this week. On August 8, the price of toluene was 5820 yuan / ton; On Sunday (August 15), the price was 5772.2 yuan / ton, down 0.68% from last week; Compared with the same period last year, it increased by 70.78%.

2、 Analysis and review

Toluene port inventory increased this week. Demand in South and central China was weak, business transactions were poor, and toluene prices fell. Affected by the spread of delta virus, the shipment of enterprises in East China was blocked and the price was deadlocked. Crude oil fluctuated widely during the week, and the mentality of operators was empty under the influence of cost uncertainty.

In terms of external market, as of August 13, the price of toluene imported from South Korea was US $764 / T, up US $1 / T or 0.13% month on month (MOM) on August 6.

In terms of crude oil, the spread of delta virus has dragged down the market mentality, and the market is worried that the growth of demand will be restrained. However, the decline in U.S. crude oil and gasoline inventories led to a rebound in oil prices. It is reported that the number of active oil rigs in the United States this week increased by 10 compared with last week and 225 compared with the same period last year. On August 6, Brent fell by US $0.11/barrel, or 0.16%; WTI rose US $0.16/barrel, or 0.23%.

Downstream: in terms of TDI, the price of TDI in East China continued to decline this week. The price of domestic goods was 14350 yuan / ton, down 2.71% from last week and up 16.35% from the same period last year. The domestic TDI market is weak, the atmosphere in the venue is cold, the offer of cargo holders continues to be lowered, the enthusiasm of downstream market entry is not high, and there are a few orders in the market. Affected by public health events, the transaction in the terminal market is limited, and the market is weak.

In the PX market, the domestic PX price this week was flat compared with last week, at 7300 yuan / ton, up 58.7% compared with the same period last year. As of August 12, the closing prices in Asia were USD 916-918 / T FOB Korea and USD 934-936 / T CFR China.

3、 Future forecast

The trend of crude oil is full of uncertainty. Continue to pay attention to OPEC + production increase, U.S. crude oil and refined oil inventory data, global stock market and economic data, the latest epidemic situation and geographical situation.

The cost side is uncertain, and the support for p-toluene is limited; Weak downstream demand and bearish outlook of operators. It is expected that the weak operation will continue next week. At present, we mainly focus on the change of downstream demand and the impact of crude oil and external market trend on toluene price.

1、 Price trend

As can be seen from the above figure, the comprehensive price of potassium chloride is temporarily stable this week. The average price of mainstream comprehensive quotation of potassium chloride this week is 3210.00 yuan / ton. Overall, the potassium chloride market was temporarily stable this week, and the potassium chloride commodity index was 101.90 on August 13.

2、 Market analysis

The quotation of mainstream potassium chloride manufacturers this week is temporarily stable: the factory quotation of Qinghai Salt Lake potassium chloride at the weekend is 3270 yuan / ton, which is temporarily stable compared with that at the beginning of the week; Anhui Badou potassium chloride has not been quoted this week. There is a tight supply of marketable potash fertilizer in China. Although the production enterprises are fully engaged in production, the operating rate is slightly low and the self-sufficiency rate is insufficient. At the same time, the delivery of international potash fertilizer suppliers is delayed and the arrival at the port is limited.

3、 Future forecast

The overall trend of potassium chloride Market in the middle and late August may fluctuate slightly. The international demand for potash fertilizer is strong, but the domestic available supply is in short supply. Potassium chloride analysts of business society believe that the short-term potassium chloride market is dominated by high-level consolidation under the influence of supply and demand and raw materials.

According to the data monitored by the business community, as of August 13, the average price of domestic power type high-class lithium iron phosphate was 52000.00 yuan / ton. This week, the lithium iron phosphate market mainly operated smoothly, the supply and demand were balanced, the downstream just needed procurement was mainly, and the transaction atmosphere was cautious.

This week, the lithium iron phosphate market mainly operated stably, with balanced supply and demand and stable price trend. At present, the mainstream quotation range of lithium iron phosphate power type is 51000-55000 yuan / ton, and the quotation range of energy storage lithium iron phosphate is 46000-49500 yuan / ton. The lithium iron phosphate Market has increased steadily and operated stably, moderately and strongly in the short term.

Since August, the upstream lithium carbonate has continued to rise, and the momentum has not decreased. At present, the price range of battery grade lithium carbonate is 93000-96000 yuan / ton, and the price range of industrial grade lithium carbonate is 93000-93000 yuan / ton. The cost of lithium iron phosphate has a certain support. It is expected to maintain strong consolidation in the short term, and lithium iron phosphate continues to operate steadily.

Analysts of lithium iron phosphate in business society believe that it is expected that lithium iron phosphate will operate stably, moderately and strongly next week（ If you want to get more information about goods and master the price of goods, you can subscribe to the business community through the official account of the business community.

After more than a month of rapid rise, BDO downstream has obvious resistance to high prices, and the positive transmission is not smooth. Traders have entered the wait-and-see stage, so the BDO market has entered a high consolidation period. According to the sample data monitored by the business society, from August 5 to August 12, the average price of domestic BDO producers increased narrowly from 28500 yuan / ton to 29000 yuan / ton, with an increase of 1.79% during the cycle. The rise slowed down significantly, and the price increased by 52.43% month on month and 253.66% year-on-year. In terms of market price, the mainstream negotiation of spot apron in East China is 29800-30800 yuan / ton, and the mainstream negotiation of spot apron in South China is 30000-31000 yuan / ton.

In terms of supply, some maintenance devices will be restarted in the near future, and the shipment mentality of individual traders will increase after making profits. However, with the slight increase of market supply, the bearish mentality of the middle and lower reaches of the market will turn rational, and the strength of chasing up and covering positions is not strong. Most downstream terminals have weak ability to accept high prices, and some downstream industries have negative expectations.

In terms of devices, lanshantun river was overhauled for one month on July 25; Xinjiang Meike phase II was overhauled from July 8 to August 12, and phase III plans to replace the catalyst in the near future; Xinjiang Xinye stopped for maintenance for 20 days on July 25; Dongyuan replaced the catalyst on August 4, which is expected to take 7-10 days; Chongqing Jianfeng plans to replace the catalyst on August 9.

In the future, with the passage of time, the downstream chasing up mentality returned to calm, and the downstream production enterprises also chose to reduce negative production due to the continued strong cost. In addition, with the completion of maintenance of production enterprises and the easing of the tension between supply and demand, BDO analysts of business society expect that the domestic BDO market will enter the consolidation stage.

The domestic butadiene market continues the weak downward trend. Although the FOB price in South Korea is higher, the domestic supply and demand continues to be weak. According to the sample data monitored by business society, as of August 9, the domestic butadiene market price was 10957 yuan / ton, with a month on month increase of 16.86% and a year-on-year increase of 146.18%. In terms of price, the price range in central Shandong is about 11550-11700 yuan / ton; The self lifting price of East China’s tank delivery decreased slightly to about 11300 yuan / ton.

With the launch of new production capacity and the planned restart of some units, the supply side of the domestic butadiene market has been widened to a certain extent. In addition, the start-up of the synthetic rubber industry has decreased and the cost side is under pressure, which affects the fundamentals of butadiene supply and demand and is difficult to find a significant positive boost. However, the recent strong upward performance of the external market may support the downward space of the butadiene market.

In terms of enterprises, Fushun Petrochemical’s 160000 T / a butadiene extraction unit operates normally, 300 tons of goods are sold through competitive bidding, and the base price of the bidding is 11500 yuan / ton. The 140000 T / a butadiene unit of Dalian Hengli Petrochemical operates stably, the source of goods is normal for export, and the price is reduced by 100 yuan / ton to 11110 yuan / ton. The 30000 T / a butadiene unit of Liaoyang Petrochemical operates stably, with a small amount of goods for export, and the latest transaction price is 11060 yuan / ton.

In terms of external market: as of August 6, the price of butadiene in Asia rose: FOB Korea closed at US $1625-1635 / T, up US $40 / T; CFR China closed at US $1555-1565 / T, up US $60 / T. The external price of butadiene in Europe rose: FOB Rotterdam closed at US $2045-2055 / ton, stable; FD northwest Europe closed at 1595-1605 euros / ton, up 20 euros / ton.

region ., Country, closing price, up and down

Asia FOB Korea USD 1625-1635 / ton USD 40 / ton

Asia CFR China USD 1555-1565 / T USD 60 / ton

Europe FOB Rotterdam USD 2045-2055 / T USD 0 / ton

Europe FD northwest Europe 1595-1605 euros / ton 20 euros / ton

International crude oil prices fell significantly, affecting the atmosphere of the whole chemical industry. However, with the impact of the slow improvement of the external market, the decline of the domestic butadiene market is expected to slow down. Business analysts expect the market to be mainly sorted out.

From August 2 to August 6, 2021, the market price of crude benzene in Japan was mainly downward, at 6251 yuan / ton at the beginning of the week and 6001 yuan / ton at the weekend, with a weekly drop of 4%.

Summary of price adjustment of Sinopec pure benzene in 2021 (unit: yuan / ton)

Date., adjusted price., adjusted amount

July 2, 8750., + 300

July 12, 8600. – 150

July 19, 8450. – 150

July 21, 8150. – 300

August 2, 7900. – 250

August 4, 7700. – 200

On August 4, 2021, the listing price of Sinopec’s pure benzene was reduced by 200 yuan / ton. At present, it is 7700 yuan / ton, of which Qilu Petrochemical is 7650 yuan / ton.

Crude oil and pure benzene continued to decline this week, and the fundamentals were negative under the influence of negative factors such as the increase of U.S. crude oil inventory. In the downstream, the recent continuous losses have led to an increase in enterprise maintenance, mainly rigid demand procurement, a decline in the demand for pure benzene, and the hydrobenzene market has been dragged down, with a weekly decline of 400-500 yuan / ton. In terms of supply, there are still coking enterprises in some areas whose output has decreased to a certain extent due to the impact of environmental protection policies, but nationwide, the production is normal and the supply is stable. After two rounds of coke increase, the cost pressure is reduced and the operation is generally active. Most of the crude benzene bidding prices this week were mainly reduced due to the drag of the industrial chain, of which 6000 ~ 6005 yuan / ton was implemented in Shandong, which was 250 yuan / ton lower than the bidding price last week.

In the future, the business community believes that the increase of crude oil production and inventory continues to depress the crude oil price. It is expected that the trend of crude oil price fluctuation will be the main trend in the short term, which is difficult to form obvious support for the industrial chain. The downstream styrene and other industries are weak and volatile, and it is difficult to find good fundamentals. It is expected that the trend of weak fluctuation in the pure benzene industrial chain will be the main trend in the short term.

1、 Price trend

According to the bulk list data of business society, the domestic glycine price remained stable at a high level this week, and the average price of industrial grade glycine remained stable at 25000 yuan / ton without rise or fall.

2、 Analysis and review

According to the price chart of the business club, the domestic glycine market is operating at a high level. The mainstream quotation of industrial glycine is 25000 yuan / ton. The downstream demand can be followed up. The current price is high and the wait-and-see atmosphere is strong. The factory started stably, mainly completed the orders of old customers, and the transaction of new orders is limited.

Demand: the downstream glyphosate price is high. It is understood that the domestic glyphosate technical price has exceeded the 50000 yuan / ton mark. Most glyphosate production enterprises now do not make external quotations and mainly supply orders from old customers. Some enterprise orders have been arranged to October, and the prosperity of the industry has not decreased.

3、 Future forecast

Glycine analysts of business society believe that the current glycine supply is sufficient, and the glycine price is strong under the support of demand. It is expected that the glycine market will continue to operate at a high level and maintain stability in the near future.

From July 26 to July 30, 2021, the market price of antimony ingots in East China was temporarily stable, with the price at 60000 yuan / ton at the beginning of the week and 65500 yuan / ton at the end of the week, an increase of 9.17%.

On August 1, the antimony commodity index was 91.18, the same as yesterday, down 10.89% from the highest point of 102.32 in the cycle (October 16, 2012), and up 94.08% from the lowest point of 46.98 on December 24, 2015（ Note: the period refers to the period from September 8, 2012 to now).

This week, the market price of antimony ingots continued to operate steadily upward, and the price increase mentality of manufacturers was strong. Most manufacturers were reluctant to sell. There was news in the market that the import of antimony ore would be limited in the next half of the year, and the duration might reach the end of the 21st year. Driven by the tight expectation of raw materials, the enterprise’s intention to raise prices was high.

According to the price monitoring of the business community, in the list of commodity prices rising and falling in the 30th week of 2021 (7.26-7.30), there are 17 kinds of commodities rising month on month in the non-ferrous sector, including 6 kinds of commodities rising by more than 5%, accounting for 27.3% of the monitored commodities in the sector; The top three commodities were metal praseodymium (10.88%), antimony (9.17%) and praseodymium oxide (8.47%). There were three kinds of commodities with month on month decline, and the top three products were lead (- 1.98%), cobalt (- 1.14%) and zinc (- 0.53%). The average rise and fall this week was 2.99%, and most of the nonferrous market prices rose this week.

As of July 30, the domestic market 2# antimony ingot was 66500 yuan / ton, 1# antimony ingot was 68500 yuan / ton, and 0# antimony ingot was 69500 yuan / ton.

The business agency believes that the continuous rise in the price of antimony ingots in July is mainly due to the shortage of raw materials, which is similar to the sharp rise at the beginning of the year. At present, the market inquiry is more enthusiastic than that in the early stage, which enhances the manufacturers’ confidence in supporting the price. It is expected that the price of antimony ingot will still have upward space in the short term.

Price trend

According to the bulk list data of business society, the domestic PA66 market fluctuated and weakened in July, and the spot prices of various brands decreased by a narrow margin. As of July 31, the average offer price of PA66 adhesive injection molding sample enterprises of business society was about 38150 yuan / ton, a decrease of 1.04% compared with the average price at the beginning of the month and an increase of 102.93% over the same period last year.

Cause analysis

In terms of upstream adipic acid, the price of adipic acid rose sharply in early July due to the sharp rise in the price of raw material pure benzene. Superimposed on the impact of manufacturers’ centralized increase in the listing price at the beginning of the month, the increase in the second week alone reached 11%, the spot price broke through the 11000 yuan mark, and the monthly high appeared at 11160 yuan / ton on the 15th. By the middle of the year, the international crude oil went down to cool the heat of pure benzene and other products. Adipic acid fell upstream and the price center of gravity corrected. In terms of supply, the change of adipic acid start-up level in July is limited, the manufacturer’s inventory pressure is general, and some enterprises have not returned to work after maintenance, diverting the supply pressure. At the end of the month, the market offer price is still in the high range, but at present, it has gradually entered the off-season, and the shipment fluency has gradually decreased. In addition, the recent device restart is concentrated, and there may be an increase in supply in the future. It is expected that the recent market may be weak.

The raw material adipic acid rose sharply and fell in a narrow range, and the cost side support of PA66 strengthened significantly. However, in July, PA66 market was indifferent to the upstream support feedback, and the market basically maintained the medium and long-term pattern of weak supply and demand, with obvious market characteristics in the off-season. In terms of operating rate, the overall load level of domestic PA66 enterprises was not high this month, some units resumed work, and the supply picked up. In terms of demand, the terminal enterprises follow up slowly, the on-site trading orders are small, the market momentum is insufficient, and the buyers have a heavy wait-and-see mentality. Merchants tentatively hold firm in their offer, and there is profit making shipment in the actual order. Recently, the market momentum has not improved, and the light state continues.

Future forecast

Business analysts believe that the domestic PA66 market fluctuated and fell in July. At present, the cost side support of PA66 is strong, but the profits of PA66 itself and downstream users are poor, the demand follow-up is weak, and the cost side support has not been successfully transformed into a positive effect on the spot price. In the current off-season market with weak supply and demand, it aggravates the cost pressure of PA66. PA66 market is expected to be weak in the short term.

The price of ethylene oxide is adjusted this month, and the ex factory price is adjusted from 6900 yuan / ton at the beginning of the month to 7200 yuan / ton at the end of the month.

The external price of upstream ethylene remained stable, the external price of ethylene in Northeast Asia was US $1005 / T, and the external price of ethylene in Southeast Asia was US $1005 / T. the domestic Luxi Chemical Industry decreased slightly by 100 yuan / T to 6900 yuan / T, and the price of Jinshan United trade remained stable to 7200 yuan / T.

According to the latest price calculation of the current external market, ethylene oxide is still in a loss state, which also paves the way for the rise of market price. In addition, the international oil market continues to fluctuate at a high level, some ethylene oxide units are shut down, the regional supply is reduced, the supply of goods continues to be tight, and other factors affect the price gradually upward.

In the downstream, the rising trend of raw material prices is obvious, the manufacturers have a strong willingness to support the market, and the monomer market has also ushered in a slow restorative increase, while the prices of other downstream NP-10 and AEO-9 rose slightly by 100 yuan / ton today. However, the domestic epidemic has rebounded recently. Affected by supervision, the logistics of some provinces and cities will be limited, or it will have a certain impact on the transportation of enterprise raw materials and products in some regions.

Insiders pointed out that ethylene oxide will be increased by 300 yuan / ton tomorrow. According to the current external price, even if the price is increased, the profit margin is still narrow, so we need to pay close attention to the changes in raw material prices.

Trade name: yellow phosphorus

Latest price July 28: 27666.67 yuan / ton

Key points of analysis: the domestic yellow phosphorus Market stopped falling and consolidated on July 28. Yesterday, power was cut again in Yunnan, and the construction in the province fell. At present, the supply of yellow phosphorus is tight, the on-site inquiry is increasing, and there is basically no transaction in new orders. The manufacturer mainly sends early orders, mostly does not make external quotations, and the market is mainly on the sidelines.

Business agency yellow phosphorus analysts believe that Yunnan’s power rationing again triggered a decline in output, yellow phosphorus stopped falling and consolidated, and the yellow phosphorus market will mainly wait and see in the short term.

Trade name: isopropanol

Latest price July 27: 6366.67 yuan / ton

Key points of analysis: on July 27, the trading atmosphere of domestic isopropanol market was light. The wait-and-see mood in the downstream is obvious, the goods are taken very carefully, and the weak atmosphere is obvious. Affected by the typhoon, dangerous chemicals in Zhejiang are out of service, and many operators wait and see. Up to now, the quotation range of Shandong isopropanol is about 6200-6400 yuan / ton, and that of Jiangsu isopropanol is about 6350-6400 yuan / ton. The quotation range of isopropanol in Zhejiang is around 6300-6350 yuan / ton.

Forecast: isopropanol low level consolidation in the short term.

According to the data monitoring of business agency, the dichloromethane market fell slightly this week (7.19-7.23). As of July 23, the average price of dichloromethane in Shandong was about 3926 yuan / ton, down 0.34% from 3940 yuan / ton at the beginning of the week.

This week, the operating rate of some downstream areas such as film, diluent and foaming agent decreased, and the support for dichloromethane weakened.

The price of raw liquid chlorine fell sharply, the price of methanol rose slightly, and the cost support was weak. According to the business agency, as of July 23, the price of methanol was 2585 yuan / ton, a slight increase of 1.27% compared with 2552 yuan / ton at the beginning of the week; The mainstream ex factory price of liquid chlorine of tank car in Shandong Province is about 900 yuan / ton.

Future forecast: Analysts of methane chloride data of business society believe that although on the one hand, the cost support weakens, on the other hand, the overall supply and demand pressure increases, on the whole, there is a high probability that the dichloromethane market will weaken in the later stage.

1、 Price trend

According to commodity data monitoring, the price of Yunnan Guizhou yellow phosphorus rose. The average price of yellow phosphorus was 23333.33 yuan / ton last Friday and 2866.67 yuan / ton this Friday. The price rose by 22.86% during the week.

2、 Market analysis

In July, affected by power rationing in Yunnan, the price of yellow phosphorus increased. The price of yellow phosphorus continued to rise this week. The manufacturers mainly issued early orders, and some manufacturers temporarily stopped making external quotations. Up to now, the mainstream quotation of yellow phosphorus in Yunnan is about 27000-28000 yuan / ton; The mainstream quotation in Sichuan is about 28000-30000 yuan / ton; The mainstream quotation in Guizhou is about 28000 yuan / ton. Due to the rapid rise of prices, the wait-and-see mood in the field is obvious, and the acceptance of high price yellow phosphorus in the downstream is limited. At present, the market is relatively deadlocked.

In terms of raw materials, at present, the overall phosphorus ore market is in high-level consolidation and operation. As of July 22, the vehicle price of 28% low-grade phosphorus ore in Guangxi is around 400-470 yuan / ton. The market atmosphere is good, and most orders are mainly in the early stage of delivery.

In terms of coke, the coke market as a whole is weak. The coke market price of Shandong and Hong Kong decreased slightly today. At present, the mainstream spot exchange delivery price of quasi primary metallurgical coke in the port area is about 2670 yuan / ton, and the price of primary coke is 2770 yuan / ton, down 30 yuan / ton compared with the price the day before yesterday. The inventory of the two ports remained low, the mentality of port traders improved slightly, and some small transactions were made, However, the intention of traders to gather in Hong Kong is still low. As of July 23, the market price of Panzhihua coke (secondary metallurgical coke) was 2830 yuan / ton.

This week, the phosphoric acid and phosphate markets were mainly cautious and wait-and-see. The commencement of the phosphoric acid market declined, and the market price of phosphoric acid also increased significantly compared with last week. The actual transaction was mainly through negotiation, and enterprises supplied a small amount of orders from old customers. The acceptability of glyphosate to high priced yellow phosphorus is acceptable. On the whole, the downstream is more resistant to high price yellow phosphorus, mainly on the sidelines.

3、 Future forecast

The yellow phosphorus analyst of the chemical branch of business society believes that the price of yellow phosphorus has risen sharply at present. Power rationing in Yunnan and reduction of yellow phosphorus production. The downstream is more resistant to the high price of yellow phosphorus, mainly on the sidelines, and the market is deadlocked. It is expected that in the short term, the yellow phosphorus price will mainly run at a high level.

Starting on July 19, the DME market was dominated by favorable factors. In the month, the price of Henan Province has been running for 3500 yuan / ton. According to the data of business society, the average price of DME in Henan market was 3370.00 yuan / ton on July 18, 3442.50 yuan / ton on July 21, and the increase was 2.15% in three days, with a significant increase. As of July 21, the market prices of DME in various regions are as follows:

region Specifications date offer

Shandong Province Mass fraction of dimethyl ether: ≥ 99.0% July 21st 3480-3670 yuan / ton

Hebei Province Mass fraction of dimethyl ether: ≥ 99.0% July 21st 3590 yuan / ton

Henan region Mass fraction of dimethyl ether: ≥ 99.0% July 21st RMB 3430-3480 / ton

After entering this week, the price of DME was increased continuously, and the main production area of Henan Province increased significantly. Taking xinlianxin as an example, on July 18, Henan xinlianxin DME quoted 3340 yuan / ton, and 3460 yuan / ton on July 22. During the period, it was increased by 120 yuan / T, and the score was 3500 yuan / ton.

Shandong and Hebei are benefited by the rise of main production areas, followed by the main actors. At present, the market of DME is dominated by the decrease of market supply in Henan Province, and the maintenance of some manufacturers’ devices will bring some benefits to the market. Secondly, in terms of raw materials, the cost methanol has been stable and upward in the near future. Although the fluctuation range is limited, the strong price also brings some support to the market. In addition, the recent upstream behavior of the civil market of liquefied gas is the main, and the enthusiasm of entering the market under the mentality of downstream buying and rising is still acceptable. The overall delivery of the manufacturers is smooth, the mentality is strong and the price is continuously rising.

In terms of the cost methanol market, with the approaching of long-term settlement date in Northwest China this month, freight still continues to rise, the upstream is strong and some regions still have expectations of continuing to increase the quotation. It is expected that the mainland market will remain high. The methanol market in Northwest China continued to push up in some parts, and the factory quotation of some major production enterprises was significantly increased, which guided the manufacturers in other regions to quote, and some factories in the mainland would continue to increase the quotation. The increase in freight also promoted the methanol market to a certain extent.

At present, Henan is affected by rainstorm and limited transportation. The overall shipment of manufacturers has been significantly weaker than that in the early stage, but the low supply in the province has brought some support to the market. Hebei and Shandong are not affected for a while. The market production and marketing are balanced, the mentality of the manufacturers is strong, and the current price rise of the cost of methanol and civil gas has brought some benefits to the market, It is not expected that the DME market will fall in a short period of time.

Crude oil continued to fall, bad market mentality, coupled with gasoline also entered the decline, demand is more depressed, Shandong merchants poor sales, prices continue to decline adjustment. According to business news agency data, as of July 19, the price of MTBE was 5716 yuan / ton, down 10.72% month on month and up 51.10% year on year.

Last week, the MTBE market continued to decline, with light turnover. Crude oil continued to decline, bad market mentality, coupled with the recent weak demand, MTBE local business sales pressure still exists.

In terms of external market, as of July 16, the closing price of Asian MTBE market was down by US $8 / T compared with the previous trading day, while FOB Singapore closed at US $730-732 / T. The closing price of European MTBE market decreased by US $5.25/t compared with the previous trading day, and FOB ara closed at US $827.5-828/t. The closing price of MTBE market in the United States increased by US $1.17/t compared with the previous trading day, and FOB Gulf offshore price closed at US $798.75-799.1/t (225.00-225.10 cents / gal).

region ., Country. Closing price. Up and down

Asia FOB Singapore 730-732 USD / T – 8 US dollars / ton

U.S.A FOB Bay 798.75-799.1 USD / T US $1.17/t

Europe FOB ARA 827.5-828 USD / T – US $5.25/t

The recent downturn of crude oil and gasoline has led to weak demand for raw materials in the downstream. In addition, the price of other raw materials is still about 200-400 yuan / ton lower than that of MTBE, so the sales pressure of MTBE merchants is still there. Business community MTBE analysts believe that in the short term, the domestic MTBE market will remain sluggish.

In the new week, there is a strong wait-and-see atmosphere in the morning market. However, the holders intend to offer higher prices. As the market becomes clear near noon, it is difficult to find low-cost goods. The bisphenol a market continues to rise sharply in the new week. The current market reference offer has reached 25800-26000 yuan / ton. After the news of factory parking last week, the holders’ attitude of pushing up is becoming stronger, Moreover, after the price rise in the early stage, most traders have actively sold off their sources of goods. At present, the market circulation is limited, and it is difficult to find low-cost sources of goods. However, the enthusiasm of downstream market entry is general, and there is a lack of downstream real orders to support the market upward. In terms of units, mainstream plants such as Sinopec Mitsubishi, Changchun chemical and Mitsui (three-day parking) are under full operation in the short term, while 80% of the plants such as Lihua yiweiyuan and Nantong Xingchen are under operation. Generally speaking, the expected operation rate will decline in the future.

From the perspective of raw material side, the phenol market fluctuates in a narrow range, and the market negotiation is deadlocked. The negotiation is between 9400-9500 yuan / ton. The overall change is not big in the near future. The port inventory is relatively stable, the pressure on the supply side is not big, and the downstream delivery mood is not good. It is difficult for the cargo holders to expect to push up the market, the overall atmosphere is not warm, and it is difficult to make large volume on the trading side. On the other hand, the acetone raw material market as a whole rose slightly. The mainstream negotiation range was 5000-5100 yuan / ton. The market atmosphere was general. Most of the goods holders made offers with them. At present, there was an increase in Hong Kong Inventory. The replenishment mood of terminal factories was general. The actual orders were mainly small ones.

Under the pressure of cost, the market of downstream liquid epoxy resin is rising obviously. According to the current bisphenol A (unit consumption 0.68) plus various expenses, the cost of liquid resin is 29000 yuan / ton. At present, the pressure of cost is greater. It is reported that the mainstream negotiation price of East China liquid epoxy resin is 31500-32000 yuan / ton in barrels, and the market of solid epoxy resin is 29000 yuan / ton, The epoxy resin market is also showing a situation of low price and reluctant to sell. At present, the epoxy resin is still digesting the pressure brought by the sharp rise in cost, and most factories arrange procurement.

In the view of the business community, it is obvious that the goods holders are reluctant to sell, and the market price rises rapidly. However, after the broad range continues to rise, the terminal still needs time to digest, and the terminal is purchasing on demand. At present, the bisphenol a market lacks more support. It is expected that bisphenol a market will maintain a high level in the short term, but it still needs to be decided in the later stage.

According to the monitoring data of business news agency, the external price of ethylene has been on the rise in recent years. On July 14, the price was US $1037.00/ton, and on July 16, the average price of ethylene was US $1048.75/ton, up 1.13%. The current price is down 1.89% month on month, and the current price is up 41.39% year on year.

In the near future, the overall external ethylene market is on the rise. The price of ethylene in Asia rose. As of the 23rd, CFR closed at US $995-1005 / T in Northeast Asia and US $960-970 / T in Southeast Asia. The price of ethylene market in Europe fluctuated and consolidated. As of the 23rd, FD in northwest Europe closed at US $1159-1169 / T, CIF in northwest Europe closed at US $1062-1072 / T. The price of ethylene in the U.S. fell. As of the 23rd, the price was $1152-1169 / ton. The recent external market of ethylene has been mixed. The price of ethylene in the U.S. has increased a lot in the early stage, but has dropped in the near future. On the whole, the external market demand of ethylene is good in the near future, the buying atmosphere is active, the transaction is good, and the ethylene market rises slightly.

International: on July 15, international oil prices continued the trend of the previous trading day and continued to fall. The settlement price of the main contract in the U.S. WTI crude oil futures market was 71.65 US dollars / barrel, down 1.48 US dollars or 2.2%, while the settlement price of the main contract in Brent crude oil futures market was 73.47 US dollars / barrel, down 1.29 US dollars or 1.7%. US oil reached its lowest closing price in nearly a month after OPEC + and OPEC + reached an agreement on increasing production. The bad news caused by the effect of increasing production is still fermenting, and the worry caused by the virus mutation of the epidemic has deepened the decline of oil prices.

The atmosphere of Asian styrene US dollar market is light. There are few offers within the day. Only a few paper goods have been heard and there is no actual negotiation. CFR China closed at 1230-1240, with an average price down 15%; FOB Korea closed at 1210-1220, with an average price down 15%. Unit: USD / T

Ethylene analysts of business society chemical branch think: at present, in terms of crude oil: inventory growth, the market is not optimistic about the crude oil market, so the data analysts of business society expect that the external price of ethylene will mainly fall next.

1、 Polyoxymethylene market price trend chart

Price curve of paraformaldehyde

According to the monitoring of the business agency, the average price of paraformaldehyde at the beginning of the week was 5700 yuan / ton, while that at the end of the week was 5666 yuan / ton, down 0.58%.

2、 Market analysis

On July 16, Shandong formaldehyde Chemical Industry Co., Ltd., with an annual output of 30000 tons of polyoxymethylene, offered 5700 yuan / ton of Polyoxymethylene (96) including tax, which was the same as last time. Linyi Shengyang Chemical Co., Ltd., with an annual output of 9000 tons of polyoxymethylene, Polyoxymethylene (96) ex factory price including tax 5400-5500 yuan / ton, the price is the same as last time. Zibo Qixing Chemical Technology Co., Ltd. has an annual output of 10000 tons of polyoxymethylene. The ex factory price of Polyoxymethylene (96) is 5900 yuan / ton, which is the same as last time. Polyoxymethylene market is weak and stable, and the quotation of manufacturers is stable.

According to the monitoring of business news agency, the average price of domestic methanol manufacturers in Shandong was 2530 yuan / ton at the beginning of this week, and 2545 yuan / ton at the end of this week, up 0.59%.

3、 Future forecast

Polyoxymethylene market demand is general, business community polyoxymethylene analysts expect that polyoxymethylene prices or will run smoothly.

As of July 13, the average price of domestic industrial grade lithium hydroxide enterprises was 90000 yuan / ton, up 0.37% compared with last Tuesday (July 6), 3.05% compared with June 1, and 13.92% year-on-year in a three-month cycle, according to the data from the business club’s block list.

In June, the market of lithium hydroxide rose steadily, with an overall increase of 2.67%. In July, the market was operating at a high level and prices rose at the beginning of the week. Some manufacturers shut down for maintenance, the output decreased, the market spot supply was tight, and the demand side was improved, the market was willing to push up obviously, the quotation was high, and the market transaction price was higher.

Import and export data of lithium hydroxide from January to may 2021 (unit: kg)

According to the data monitoring of the business society, the average price of industrial grade lithium carbonate in East China was 86600 yuan / ton as of July 12, which was the same as that at the beginning of the month. On July 12, the average price of battery grade lithium carbonate in East China was 90400 yuan / ton, which was the same as that at the beginning of the month.

According to the lithium hydroxide analysts of business news agency, generally speaking, the current tight spot supply and good demand performance form an effective support for the market. It is expected that in the short term, the domestic industrial lithium hydroxide market may be relatively strong, and the specific trend needs more attention to the market information guidance.

According to the data monitored by the business community, as of July 12, the average price of domestic rubber grade high-grade silica was 4875.00 yuan / ton, the market of silica was stable, the supply side was normal, the manufacturers were active in shipping, the upstream support was general, the downstream just needed to purchase, the overall operating rate was normal, the negotiation atmosphere was flat, the mainstream price range was 4500-5000 yuan / ton, and the price was mainly stable in the short term.

The domestic rubber grade silica market has a stable overall trend, with the mainstream price range of 4500-5000 yuan / ton. The main contract orders are given priority to, and the number of new orders is limited. The overall market purchasing atmosphere is flat, with negotiation as the main part. The merchants have a stable mentality, stable negotiation focus, cautious delivery, slow delivery, balanced supply and demand, normal delivery and general inventory, The quotation of upstream hydrochloric acid manufacturers is temporarily stable, and the overall market is general, mainly focusing on stable operation.

Upstream hydrochloric acid commodity index: on July 11, the hydrochloric acid commodity index was 60.53, unchanged from yesterday, down 39.47% from the highest point of 100.00 (2011-09-12) in the cycle, and up 236.65% from the lowest point of 17.98 on September 5, 2012（ Note: period refers to the period from September 1, 2011 to now

Business community silica analysts believe that: in the short term, silica maintains stable operation, and the range of price fluctuation is limited（ If you want to know more about the industry chain, please pay attention to the official account of the business community, get the information and grasp the price.

1、 Trend analysis

According to the nickel price monitoring of the business community, the nickel price fluctuated widely this week. As of July 9, the nickel price rose slightly by 0.84%, and the spot price was 137266.67 yuan / ton, up 0.84% from the beginning of the week, 8.03% from the beginning of the year, and 29.75% from the same period last year.

At the end of the rainy season in the Philippines, the domestic import of nickel ore increased, but the output of ferronickel increased driven by profits, the consumption of nickel ore increased, and the price of nickel ore will continue to strengthen in the later period. At present, the demand of downstream stainless steel at home and abroad is still good, the domestic export tax rebate policy is cancelled, and some overseas orders are replaced by Indonesian stainless steel. At present, the domestic and foreign inventory of nickel market continues to decline, and the domestic inventory and warehouse receipts are at the lowest level in history, which brings support to the nickel price.

Forecast: low inventory and tight nickel supply still support the nickel price. The expected reduction of steel production will keep the price of stainless steel high, and the nickel price will maintain a strong fluctuation pattern in the short term.

According to the data monitoring of business news agency, the market price of ammonium chloride continued to rise in June, with the price around 760 yuan / ton at the beginning of the month and 830 yuan / ton at the end of the month, an overall increase of 9.21%.

In June, the overall operating rate of ammonium chloride enterprises was around 75%, the supply of ammonium chloride was stable, and there was no pressure for manufacturers to ship; In June, the overall operating rate of downstream compound fertilizer decreased to 30-40%, and the support for ammonium chloride was weak. According to the business news agency, as of June 30, 2021, Huai’an Bolian commerce and trade agricultural ammonium chloride premium products price is stable, now dry ammonium quotation 900 yuan / ton.

The sharp rise of raw material liquid ammonia, the increase of export volume in urea market in May, and the price rise again in mid and late June due to the impact of printing standard news, all of which formed strong support for ammonium chloride. According to the monitoring of the business agency, as of June 30, the domestic price of liquid ammonia was 4433 yuan / ton, up 4.31% from 4250 yuan / ton at the beginning of the month; As of June 30, the domestic urea price was 2800 yuan / ton, up 16.51% from 2403 yuan / ton at the beginning of the month.

Future forecast: business community ammonium chloride analysts believe that although the start-up is not low, but the cost of ammonium chloride support is strong, it is expected that ammonium chloride will remain strong in the short term; But in the medium term, with the end of the peak season of agricultural demand, the price of agricultural materials will fall to a certain extent, and the price of ammonium chloride may fall to a certain extent in the later period.

According to the data monitored by the business community, as of July 6, the comprehensive price of PC market was 23375.00 yuan / ton. The price of PC has been running at a high level in the near future, and the price has risen slightly. The manufacturers are active in shipping, the logistics is smooth, and it will remain stable in the short term.

The overall market price of PC has slightly increased, the focus of negotiation is relatively high, and the PC market mainly fluctuates at a high level. At present, the supply side is normal, the downstream demand is general, and the upstream bisphenol A has increased steadily, with the price range of 21000-21200 yuan / ton. The market has a strong wait-and-see atmosphere and is mainly stable in the short term.

On July 5, the commodity index of bisphenol A was 199.05, unchanged from yesterday, down 29.71% from 283.19 (2021-04-16), the highest point in the cycle, and up 176.11% from 72.09, the lowest point on April 6, 2020（ Note: period refers to the period from March 1, 2020 to the present

Business community PC analysts believe that: PC in the short term to maintain a steady rise in operation（ If you want to get more information about goods and master the price of goods, you can subscribe to the business community through the official account of the business community.